HomeMy WebLinkAbout10-20-05
COYNE & COYNE
A PROFESSIONAL CORPORATION
ATTORNEYS AT LAW
II
Henry F. Coyne
Lisa Marie Coyne
Austin F. Grogan
Register of Wills
Cumberland County Courthouse
One Courthouse Square
Carlisle, PA 17013
Dear Sir or Madam:
3901 Market Street
Camp Hill, Pennsylvania
17011-4227
October 19,2005
Re: Estate of Patricia A. McCabe, Deceased
No. 21-2005-0529
717-737.0464
Fax: 717-737.5161
Enclosed are an original and three copies of the Inheritance Tax Return for this e~tate.
Kindly docket the original and return to this office two (2) "clocked-in" copies with the enc~osed
envelope.
Also enclosed is check no. 120 in the amount of$15.00 which represents the filing fee for
the Inheritance Tax Return. Kindly issue a receipt for payment of fee.
Thank you for your assistance. Please contact me if you have any questions.
LMC/amd
Enclosure
..
Very truly yours,
C YNE & COYNE, P.c.
~~-
arie Coyne )
~
REV -1500 EX + {('tOO)
REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
OFF'!C~AL USE ONLY
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG. PA 17128-0601
FILE NUMBER
21 2005
COUNTY CODE YEAR
SOCIAL SECURITY NUMBER
0529
NUMBER
DECEDENT'S NAME (LAST. FIRST. AND MIDDLE INITIAL)
MCCABE, PATRICIA A
099-20-8049
....
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DATE OF DEATH (MM-DD-YEAR)
DATE OF BIRTH (MM-DD-YEAR)
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
03/16/2005
12/06/1926
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
(IF APPLICABLE) SURVIVING SPOUSE'S NAME ( LAST. FIRST AND MIDDLE INITIAL)
4. Limited Estate
Supplemental Return
o 3. Remainder Return (date of death ,rior to 12-13-82)
I
o 5. Federal Estate Tax Return R~quired
8. Total Number of Safe DepositlBoxes
o 11. Election to tax under Sec. 91113(A) (Attach Sch 0)
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l>.1Il
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jgJ 1. Original Retum
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o
6. Decedent Died Testate (Attach copy
of Will)
9. Litigation Proceeds Received
4a. Future Interest Compromise (date of death after
12-12-82)
7. Decedent Maintained a Living Trust (Attach
copy of Trust)
10. Spousal Poverty Credit (date of death between
1
AME COMPLETE MAILING ADDRESS
.... Lisa Marie Coyne
z
UJ IRM NAME (If applicable)
Q 3901 Market Street
z Coyne & Coyne, P.C.
0
"- Camp Hill, PA 17011-4227
ElEPHONE NUMBER
717/737-0464 "'"
1. Real Estate (Schedule A) (1 ) 147,500.00
2. Stocks and Bonds (Schedule B) (2) 4,912.00
3. Closely Held Corporation, Partnership or Sole-Proprietorship (3) None
4. Mortgages & Notes Receivable (Schedule D) (4) None
5. Cash, Bank Deposits & Miscellaneous Personal Property (5) 27,201.59
(Schedule E)
6. JDintly Owned Property (Schedule F) (6) None
z o Separate Billing Requested
0
~ 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7) 22,000.00
=> (Schedule G or L)
....
a: 8. Total Gross Assets (total Lines 1-7) (8) 201,613.59
<(
u 1
UJ 9. Funeral Expenses & Administrative Costs (Schedule H) (9) 36,051.16
0::
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10) 2,011.99
11. Total Deductions (total Lines 9 & 10) (11 ) 38,063.15
12. Net Value of Estate (Line 8 minus Line 11) (12) 163,550.44
13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been (13) I
made (Schedule J)
14. Net Value Subject to Tax (Line 12 minus Line 13) (14) 1163,550.44
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
15.Amount of Line 14 taxable at the spousal tax rate, x .00 (15)
or transfers under Sec. 9116(a)(1.2)
z 163,550.44 .045 (16) 7,360.00
0 16.Amount of Line 14 taxable at lineal rate x
~
....
=> (17)
"- 17. Amount of Line 14 taxable at sibling rate x .12
:Iii
8
~ 18. Amount of Line 14 taxable at collateral rate x .15 (18)
....
19. Tax Due (19) 7,360.00
20. jgJ
CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT.
Copyright 2000 form software only The Lackner Group, Inc.
I
Form REV-1500 e, (Rev. 6-00)
Decedent's Complete Address:
STREET ADDRESS
15 Country Club Place West
CITY
I STATE PA
I ZIP 17011
Camp Hill
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
(1 )
7,000.00
368.00
Total Credits (A + B + C) (2)
3. Interest/Penalty if applicable
D. Interest
E. Penalty
Total Interest/Penalty (D + E) (3)
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is thEOVERPAYMENT. (4)
Check box on Page 1 Line 20 to request a refund
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is theTAX DUE. (5)
A. Enter the interest on the tax due. (SA)
B. Enter the total of Line 5 + SA. This is theBALANCE DUE. (5B)
Make Check Payable to: REGISTER OF WILLS, AGENT
7,360.00
7,368.00
0.00
8.00
0.00
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X"IN THE APPROPRIATE BLOCKS
1. Did decedent make a transfer and: Yes
a. retain the use or income of the property transferred;.............................__............................-................. DO
b. retain the right to designate who shall use the property transferred or its income;................................
c. retain a reversionary interest; or..............................__............................__............................--................ B
d. receive the promise for life of either payments, benefits or care?...........................................................
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without
receiving adequate consideration?............................................................_.............. .............. __..................... ~
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death?......... 0
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation?. .......... ...... ...... ... .............. ....... ........... ._-....... .......... ..... ... .................... ..... 0
No
~
~
~
o
~
~
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
Under penalties of pe~ury. I declare that I have examined this return. including accompanying schedules and statements, and to the best of my knowledge and belief, it is true. correct and complete, Declaration
preparer other than the personal representative is based on all information of which preparer has any knowledge.
SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN ADDRESS
Jill fMe~abe . . 2 ~
" /CL le)'J {f! ^- t~
SIGNATURE PERSON RESPONSIBLE FOR FILING RETURN
Jo . MccaftJM (.
1610 Potato Valley Road
Harrisburg, P A 17112
ADDRESS
19 Kitty Hawk Drive
Pittsford, NY 14534
ADDRESS
3901 Market Street
Camp Hill, PA 17011-4227
DATE
/,01, Ci It)~-
DATE
,1/
lilt
/ tJ .s'
DATE
For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the
surviving spouse is 3% [72 P.S. 99116 (a) (1.1) (i)J.
For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0%
[72 P.S. 99116 (a) (1.1) (ii)J. The statutedoes not exemDta transfer to a surviving spouse from tax, and the statutory requirements for disclosure
of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary.
For dates of death on or after July 1, 2000:
The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural
parent, an adoptive parent, or a stepparent of the child is 0% [72 P.S. 99116 (a) (1.2)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. 99116
1.2) [72 P.S. 99116 (a) (1 )].
The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% [72 P.S. 99116 (a) (1.3)]. A sibling is defined,
under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption,
~
~
SCHEDULE A
REAL ESTATE
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
I'
I FILE NUMBER
21 - 2005 - 0529
All real property owned solely or as a tenant in common must be reported at fair market value. Fair market value i1> defined as the price
at which property would be exchanged between a willing buyer and a willing seller, neither being compelled to buy or sel" both having
reasonable knowledge of the relevant facts. Real property which is jointly-owned with right of survivorship must b~ disclosed on
schedule F. ·
ESTATE OF
MCCABE, PATRICIA A
ITEM
NUMBER
1
DESCRIPTION
15 Country Club Place West, East Pennsboro Township, Cumberland County, P A (Per Attached
Settlement Sheet)
TOTAL (Also enter on Line 1, Recapitulation)
VALUE AT DATE OF
DEATH
147,500.00
147,500.00
y.5ettlement Statement
U.S. Department of Housing
and Urban Development
~
lr
OMB No. 2502-0265 (Page I)
. Type ot'Loan
o FHA 2. 0 FmHA
OVA 5. 0 Conv.Ins.
3. 0 Cony. Unins. 6. File Number
McCabe
8. Mortgage Insurance Case Number
. Loan Number
Thl. fot'm I. furnbhed 10 I:ive rOll. .11Itement of lIcWlIl.eUlement costs. Amollnbl p.ld to uul hy the Sddem'r.nt .l~t an .how:ft. lh.m,. muked "(p.o.e.)'" were pllid outside lhe closJng; the)' Ire dtown l1en
lnTormntlonnI pllrpOSeJ :Inri are nollncluded in the lollb.
. Note:
Name and Address of Borrower
Alan F. Kadosh
Victoria A. Johnson
E. Name, Address, and Taxpayer identification # of SeHer -
Estate of Patricia A. McCabe, Deceased
F. Name and Address of Lender
15 Country Club Place West
East Pennsboro Township, Cumberland County, P A
09-20-1850-145
lJ. Contract sales price .. 147,500.00 40J. Contract sales price 147,500.00
)2. Personal Property 402. Personal Property
)3. Settlemenl charges to borrower (line 1400) 2,213.50 403.
14. 404.
)5. 405.
Adjustments for items paid by seller in advance Adjnstments for items paid by seller in advance
)6. City/town taxes to 406. City/town taxes to
J7. County taxes 08/15/05 to 01/0 !l06 160.30 407. County taxes 08/15/05 to 0 I/O 1106 160.30
18. Assessments to 408. Assessments to
19. School Tax 08/15/05 to 07/01106 1,431.53 409. School Tax 08/15/05 to 07/01106 1,431.53
O. Garbage Fee and Sewer Fee 8/15/05 to 10/1/05 57.96 410. Garbage Fee and Sewer Fee 8/15/05 to 10/1/05 57.96
1. 411.
2. 412.
:0. Gross Amonnt Dne From Borrower 151,363.29 420. Gross Amount Due To Seller 149,149.79
Property Lt5cation
Summary of Borrower's Transactions
10. Gross Amount Due From Borrower
10. Amonnts PaId By Or in Behalf Of Borrower
H. Settlement Agent Name, Address and Taxpayer Identification Number
COYNE & COYNE, P.C.
3901 Market Street
Camp Hill, PA 17011-4227
Place of Settlement
3901 Market Street, Camp Hill, PA 17011
K. Summary of Seller's Transaction
400. Gross Amount Due To Seller
II. Settlement Date
8/1512005
500. Reduction. in Amount Due To Seller
11. Deposits or earnest money 10,000.00 501. Excess deposit (see instructions)
12. Principal amount of new loan(s) 502. Settlement charges to seller (line 1400) 3,107.84
13. Existing loan(s) taken subject to 503. Existing loan(s) taken subject to
14. 504. Payoff of first mortgage loan
'5. 505. Payoff of second mortgage loan
'6. 506. Deposit of Earnest Money 10,000.00
'7. . 507.
8. 508.
'9. 509.
Adjnstments for items unpaid by .eller Adjustments for Items unpaid by seller
O. City/town taxes to 510. City/town taxes to
1- County taxes to 511- County taxes to
2. Assessments to 512. Assessments to
3. School Tax to 513. School Tax to
4. 514.
5. 515.
6. 516.
7. 517.
8. 518.
9. 519.
O. Total Paid By/For Borrower 10,000.00 520. Total Reduction Amount Due Seller 13,107.84
O. Cash At Settlement Fromrro Borrower 600. Cash At Settlement To/From Seller
1- Gross Amount due from borrower (line 120) 151,363.29 601. Gross Amount due to seiler (line 420) 149,149.79
2. Less amounts paid by/for borrower (line 220) ( 10,000.00 602. Less reductions in amt. due seller (line 520) ( 13,10784)
3. Cash [Xl From o To Borrower $ 141,363.29 603. Cash IX] To o From Seller $ 136,041.95
Tower Victoria A. Johnson
SETTLEMENT AGENT CERTIFICATION
~J?e'}u~~lem~~~~~ni~ wh~~~:~~ili~~t~!~\~~~ and aecunrtc account of this lnmsaction. r h.\lc
! \
(\ ~ I ~ -oS-
I SetUeme Agent Date
~~ ~o~~~~nt~;i'y:,,;t~3~Ya J~e~~'in:.:~[of.~~ ~~r$~~~tl~nl~t.K ~Jd~ee:t~iIJ~fa:d
)D -13/91
Vr
Seller'! Taxpayer Identification Number SoHcitation and Certification
You ~re ~uired by Jaw to provid.e the Settlement Agep.t nanerl above with your COlTeCt t\'Xpayer identification
~~~;:~~i~ ~~[~i':al ~;llf~er;':~eb; r~'. ~~~o~~\i~7 ~~~:fiI~nf;lh~?TI;'l~~m~
shown on th.. !tatementl! my correct taxpayer ld<=ntlfic~lllon number.
Seller's Signature
Date
RESP A, HB 4305.2
I'
.'
I
;t Charges Page 2
,1 Sales/Broker's Commission based on $ @ %=' Paid From Paid From
,vision of Commission (line 700) as follows: Borrowers Sellers
Funds at Funds at
$ to Settlement Settlement
$ , to
13. Commission paid at Settlement
14.
JO. Items Payable in Connection With Loan
II. Loan Origination Fee %
12. Loan Discount %
13. Appraisal Fee to
14. Credit Report to
IS. Lender's Inspection Fee
16. Mortgage Insurance Application Fee to
17. Assumption Fee
18. Flood Certification Fee to:
19.
O.
1.
O. Items Required By Lender To Be Paid In Advance
'1. Interest from to @$ /day
'2. Mortgage Insurance Premium for months to
3. Hazard Insurance .Premium for years to -
4. ~r.
S.
00. Reserves Deposited With Lender
01. Hazard Insurance months @ $ per month
02. Mortgage Insurance months @ $ per month
03. City property taxes months @ $ per month
04. County property taxes months @ $ per month
OS. Annual assessments months @ $ per month
06. School Taxes months @ $ per month
07. months @ $ per month
08.. Aggregate Reserve Adjustment
00.' Title Charges
01. Settlement or closing fee to
02. Abstract or title search to
03. Title examination to
04. Title insurance binder to
OS. Document preparation to COYNE & COYNE, P.C. 700.00
06. Notary's fees to
J7. Attorney's fees to
. (includes above items numbers: ) ,
)8. Title insurance to ^
(includes above items numbers: ) "
19. Lender's coverage $
10. Owner's coverage $
11.
12.
13.
)0. Government Recording and Transfer Charges
)1. .Recording fees: Deed $ 38.50; Mortgage $ ; Reieases $ 38.50
)2, City/county tax/stamps: Deed $ 1,475.00 ; Mortgage $ 1,475.00
)3. State tax/stamps: Deed $ ],475.00 ; Mortgage $ 1,475.00
)4.
)5.
10. Additional Settlement Charges
)1. Survey to:
12. Pest Inspection to:
13. 2005-2006 School Taxes 1,632.84
)4.
IS.
10. Total Settlement Charges (enter on lines 103, Section J and 502, Section K) 2,213.50 3,107.84
l",tial Escrow Account Statecment Required by Section 10 (c) (1) of the Real Estate Settlement Procedures Act (RESP A)
hecked o the terms of your loan require you to have an escrow account to assure that the certain obligations relating to the mortgaged property, such as taxes, insurance
niums and other charges are paid. The amount specified below will be collected, along with your mortgage principal and interest payments, during the first 12 months after
r accollnt is opened to pay these anticipated expenses: _ Acrwnt
:inning Date: Your escrow account payment will be $ per
Payee Purpo:!le Anticipated Due Date Estimated Amount
I
,
,
D -13/91 RESP A, HB 4305.2
,
*'
SCHEDULE B
STOCKS & BONDS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
MCCABE, PA1RICIA A
I FILE NUMBER
21 - 2005 - 0529
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
I
ITEM DESCRIPTION UNIT VALUE VALUE AT DATE OF
NUMBER DEATH
1 104 Common Shares of Manulife Financial 47.23 4,912.00
I
TOTAL (Also enter on line 2, Recapitulation) 4,912.00
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16-Mar-05
48.25
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47.82 487,000
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SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
MCCABE, P A TRlCIA A
I'
I FILE NUMBER
21 - 2005 - 0529
Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned wi.h the right of
survivorship must be disclosed on schedule F. I
ITEM
NUMBER
1 Misc. Household Contents
DESCRIPTION
2
Members 1st FCU-- Savings Acct. No. 193767-00
3
Members 1st FCU-- Checking Acct. No. 193767 -11
4
Members 1st FCU-- Money Management Acct. No. 193767-05
5
PNC Bank -- Checking Acct. No. 5140039559
6
PNC Bank-- Savings Acct. No. 5130106412
\VALUE AT DATE OF
DEATH
1,000:00
TOTAL (Also enter on Line 5, Recapitulation)
143.00
5,470.00
6,245.00
12,393.00
1,950.00
27,201.00
21:58
PNCBANK
o PNCBAN<
July 18,2005
Lisa Marie Coyne
390 1 Market Street
Camp Hill, PA 17011-4227
RE: Estate of Patricia A. McCabe, deceased
SSN: 099-20-8049
DOD: 3/1612005
Dear Ms. Coyne:
412 768 3458
P.01/01
In response to your request fOT Date of Death balances for the customer n<.ed above, Our
records show the following:
Checking Account
Account #5140039559
PATRlClAANN MCCABE
DOD balance: $]2.392.81 + $.47 accrued interest
Savings Account
Account#51301064]2
PA TRIClA ANN MCCABE
DOD balance: $1,929,44 + $20.32 accrued interest
Established 07/01/1966
Established 01/27/1989
Please note that this office only provides date of death balances for deposit accounts
(1RA1I, CDs, Checking and Savings accounts). We do Rot process any fill8.ilclal
traDSaCtiOIlS or provide 8utemen1s. If you need assistance with any of these items,
please call 1-888-PNC-BANK (1-888-762-2265) or stop by your local PNC Bank branch
office.
Sincerely,
GlOC1liliL ~
Raehelle Wells
1-800-762-1775
P7-PFSC-04-F
SOO first Ave.
Pittsburgh P A 15219
Member FDIC
TOTAL P.01
SAVINGS ACCOUNT:
Account Number/Suffix
Date Account Established
Principal Balance at Date of Death
Accrued Interest to Date of Death
Total Principal and Accrued Interest
Name of Joint Owner
CHECKING ACCOUNT:
Account Number/Suffix
Date Account Established
Principal Balance at Date of Death
Accrued Interest to Date of Death
Total Principal and Accrued Interest
Name of JointOwner
MONEY MANAGEMENT ACCOUNT:
Account Number/Suffix
Date Account Established
Principal Balance at Date of Death
Accrued I nterest to Date of Death
Total Principal and Accrued Interest
Name of Joint Owner
Estate of: PATRICIA A. MCCABE
Date of Death: 03/16/2005
Social Security Number: 099-20-8049
II
fvln
MEMBERS 1st
FEDERAL CREDIT UNION
--~
193767 -00
05/18/2000
$143.06
$.06
$143.12
None
193767 -11
05/18/2000
$5,470.30
$.07
$5,470.37
None
193767 -05
05/18/2000
$6,231.64
$13.42
$6,245.06
None
~B~RS 14'EDERAL CREDIT UNlbN
/PJt1dl1/1O~
o nise A. WOlfe"' '
Insurance Services Supervisor
July 21,2005
5000 Louise Drive . Po. Box 40 . Mechanicsburg, Pennsylvania 17055 . (717) 697-1161 . www:memberslst.org
*'
SCHEDULE G
INTER-VIVOS TRANSFERS &
MISC. NON-PROBATE PROPERTY
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
MCCABE, PATRICIA A
FILE NUMBER
21 - 2005 - 0529
This schedule must be comDleted and filed if the answer to anv of auestions 1 throul h 4 on DaQe 2 is ves.
ITEM DESCRIPTION OF PROPERTY DATE OF DEATH %OF
NUMBER Include the name of the transferee, their relationship to decedent and the date of transfer. VALUE OF ASSET DECD'S EXCLUSION TAMBLE VALUE
Attach a copy of the deed for real estate. INTEREST (IF APPLICABLE)
1 Gift to Jack McCabe in 2005 10,000.00 3,000.00 7,000.00
2 Gift to Lydia McCabe in 2005 10,000.00 3,000.00 7,000.00
3 Gift to Jill McCabe in 2005 11,000.00 3,000.00 8,000.00
I
I
I
TOTAL (Also enter on line 7, Recapitulation) 22,000.00
SCHEDULE H
FUNERAL EXPENSES &
ADMINI5TRATlVE COSTS
COMMONWEALTH OF PENNSYLVANIA
INHERIT ANCE TAX RETURN
RESIOENT DECEDENT
ESTATE OF
MCCABE, PATRICIA A
I FILE NUMBER
21 - 2005 - 0529
Debts of decedent must be reported on Schedule I.
ITEM DESCRIPTION AMOUiNT
NUMBER
A. FUNERAL EXPENSES:
1. Parthemore 8,721.21
2. Obituary 300.00
3. Reception 909.45
4. Headstone Engraving 300.00
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Social Security Number(s) / EIN Number of Personal Representative(s):
Street Address
Zip I
City State
-
Year(s} Commission paid
2. Attorney's Fees Coyne & Coyne, P.c. 8,464.00
3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant
Street Address
City State Zip
Relationship of Claimant to Decedent
4. Probate Fees Cumberland County Register of Wills 326.00
5. Accountant's Fees
6. Tax Return Preparer's Fees
7. Other Administrative Costs
1 Postage 74.00
I
2 Filing Fee-- Inheritance Tax Return 15.00
Total of Continuation Schedule(s) 16,941.00
TOTAL (Also enter on line 9, Recapitulation) 36,051.16
!
.
Schedule H
Funeral Expenses &
Adninislrcdiw Cos1s cootinued
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
3 Reserves
I FILE NUMBER
21 - 2005 - 0529
I 1,000.00
ESTATE OF
MCCABE, PATRlCIAA
4
Meals for Executors
297.00
5
Trash Hauling
225.00
6
Mileage for Executors
684.00
7
Toll Calls
65.00
8
Appraisal-- Rey Woof
300.00
9
Income Tax Preparation Fee
250.00
10
Cleaning and Preparing House for Sale
572.00
11
Uhau1 and Transportation
975.00
12
Missed Days of Work for Executors (155 hours @ $501hr.)
7,750.00
13
Lodging for Executor and Tolls
1,539.00
14
Legal Advertisement-- Cumberland Law Journal
75.00
15
Legal Advertisement-- Patriot News
101.00
16
Closing Costs For Sale of Real Estate
3,108.00
Page 2 of Schedu~e H
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
MCCABE, PAlRICIA A
Include unreimbursed medical expenses.
SCHEDULE I
DEBTS OF DECEDENT, MORTGAGE
LIABILITIES, & LIENS
I FILE NUMBER
21 - 2005 - 0529
ITEM DESCRIPTION
NUMBER
1 Sewer and Trash
2 Comcast
3 Verizon
4 PAWC
5 Alicia Stine-- Tax Collector
6 PPL
7 AOL
8 Greensward Turf Care
TOTAL (Also enter on Line 10, Recapitulation)
AMOUNT
242.00
195.00
71. 00
181.00
622.00
283.00
60.00
358.00
2,012.00
REV-1513 EX+ (9-00)
I.' .
SCHEDULE J
BENEFICIARIES
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
MCCABE, PATRICIA A
ESTATE OF
I FILE NUMBER
21 - 2005 - 0529
I
RELATIONSHIP TO AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY DECEDENT OF ESTATE
nn "no. ;.0 Tn,.Onol.'
I. TAXABLE DISTRIBUTIONS (include outright spousal distributions)
1 Jill A. McCabe Daughter 1/2 Of Residual Estate
2 John H. McCabe, II. Son 1/2 df Residual Estate
Enter dollar amounts for distributions shown above on lines 15 through 18, as appropriate, on Rev 1500 cover sheet
II. NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT
BEING MADE
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
I
TOTAL OF PART 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEEf
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.-===-
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REGISTER OF WillS
CUMBERLAND County, Pennsylvania
CERTIFICATE OF GRANT OF lETTERS
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No. 2005-00529 PA No. 21-05-0529
Estate Of: PATRICIA A MCCABE
(First, Middle. Lasti
Late Of:
CAMP HILL BOROUGH
CUMBERLAND COUNTY
Deceased
Social Securi ty No: 099-20-8049
WHEREAS, on the 14th day of June 2005 an instrument dated
September 17th 2004 was admitted to probate as the last will of
PA TRICIA A MCCABE
(First. Middle. Lastl
la te of CAMP HILL BOROUGH, CUMBERLAND County,
who died on the 16th day of March 2005 and,
WHEREAS, a true copy of the will as probated is annexed hereto.
THEREFORE, I, GLENDA FARNER STRASBAUGH Register of wills in and
for CUMBERLAND County, in the Commonwealth of Pennsylvania, hereby
certify that I have this day granted Letters TESTAMENTARY to:
JILL ANNE MCCABE and JOHN H MCCABE JR
who have duly qualified as EXECUTOR(R/X)
and have agreed to administer the estate according to law, all of which
fully appears of record in my office at CUMBERLAND COUNTY COURT HOUSE,
CARLISLE, PENNSYL VANIA.
IN TESTIMONY WHEREOF, I have hereunto set my hand and affixed the seal
of my office on the 14th day of June 2005.
,kU'.f\d<L ~~~6 ( QiJoD1(1p~
- egister of Wills ~
p.v\ ~ r\ I l /+-
U Deputy
* * NOTE * * ALL NAMES ABOVE APPEAR (FIRST, MIDDLE, LAST)
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LAST VVILL AND TESTAlviENT
OF
PATRICIA ANN MCCABE
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I, PATRICIA ANN McCABE of the Township of East Pennsborci, CiImbe~l~d cou~~J
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Pennsylvania, declare this to be my Last Will and revoke any will or codicil previously mad~~ me.. .
ITEM 1:
Upon my demise, I direct that my body be buried with my late h~sband in Fort
Indiantown Gap National Cemetery, Annville, Lebanon County, Pennsylvania.
ITEM 2:
I direct that all my just debts and funeral expenses be paid as soop as practical
after my death.
ITEM 3:
I direct that all taxes and interest and penalties thereon that may ]:le assessed in
I
consequence of my death, of whatever nature and by whatever jurisdiction imposed, shalllbe paid from
,
my residuary estate as a part of the expense of the administration of my Estate.
ITEM 4:
I give, devise and bequeath all the rest, residue and remainder ofl my estate of
every nature and wheresoever situate, together with insurance thereon, as follows:
A. Fifty Percent (50%) unto my daughter, JILL ANN McCABE. In the etent Jill Ann
I
McCabe predeceases me or is not living thirty (30) days after the date of my death, I
give, devise and bequeath her share unto my son, JOHN H. McCABE, JR.; ~d
B. Fifty Percent (50%) unto my son, JOHN H. McCABE, JR., or if he is not] living at the
I
time of my demise than to his issue, per stirpes.
ITEM 5:
I
Until distributed, no gift or beneficial interest shall be subject to atlticipation or
I voluntary or involuntary alienation.
1
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It
---I
I appoint my children, JILL ANN McCABE and JOHN H. McCABE, JR. as Co-
ITEM 6:
Executors of this my Last Will.
ITEM 7:
I direct that my personal representative or their successors shall not be required
to give bond for the faithful performance of their duties in any jurisdiction.
IN WITNESS WHEREOF, I have hereunto set my hand and seal to this, my l-ast Will and
Tes_en~ this /1 day of ~fZ#~ ,2004.
/ -
if adA; (}~ a~ (4/Ll m (l(J d-e ~
PATRICIA ANN McCABE
Signed, sealed, published and declared by the above-named Testatrix as and for her Last Will
and Testament in our presence, who, at her request, in her presence and in the presence of each other,
have hereunto subscribed our names as attesting witnesses.
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residing at
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COMMONWEALTH OF PENNSYLVANIA
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)
COUNTY OF CUMBERLAND
We,
4/1/\..t.
PATRICIA
It 1J {j L-{l1 0......
ANN
McCABE,
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and
, the Testatrix and the witnesses respectively, wihose names are
signed to the attached or foregoing instrument, being first duly sworn, do hereby] declare to the
undersigned authority that the Testatrix signed and executed the instrument as her Last Will and that she
had signed willingly, and that she executed it as her free and voluntary act for the purpose therein
expressed, and that each of the witnesses, in the presence and hearing of the Testatrix, ~igned the will as
witness and that to the best of his or her knowledge, the Testatrix was at the time eightben (18) years of
older, of sound mind and under no constraint or undue influence.
Subscribed, sworn and acknowledged before me /I e iI '-tf if ~ 'I11-L
, .
the Testatrix, and subscribed and sworn
H4!'-N_ - Ouy" t-- and A,,^c- h L)<J'(" f'/1GJL..
day of Ji)?.f&..~ , 2004.
J
by P ATRlCIA ANN
before me by
, the witnesses, this
McCABE,
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to
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